See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,688 | $52,580+23.0% | $71,671-9.7% | $70,131-7.8% |
| Participation rate | 73.8% | 60.9%+12.9pp | 68.7%+5.1pp | 69.5%+4.3pp |
| Annual return | 19.75% | 20.25%-0.5pp | 20.65%-0.9pp | 73.14%-53.4pp |
| Employer contribution / active EE | $1,975 | $1,616+22.2% | $2,460-19.7% | $2,342-15.7% |
| Participant deferral / active EE | $2,975 | $2,386+24.7% | $3,438-13.5% | $3,332-10.7% |
| Admin fee / account holder | $2,493 | $3,653-31.8% | $5,558-55.2% | $4,645-46.3% |